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State Street SPDR Portfolio Long Term Treasury ETF

461 hedge funds and large institutions have $12.3B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 164 increasing their positions, 167 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more call options, than puts

Call options by funds: $1.07M | Put options by funds: $333K

50% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 66

14% more capital invested

Capital invested by funds: $10.8B → $12.3B (+$1.48B)

8% more funds holding in top 10

Funds holding in top 10: 2628 (+2)

5% more funds holding

Funds holding: 437461 (+24)

3.03% more ownership

Funds ownership: 92.69%95.72% (+3%)

2% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 167

Holders
461
Holders Change
+24
Holders Change %
+5.49%
% of All Funds
6.07%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.37%
New
99
Increased
164
Reduced
167
Closed
66
Calls
$1.07M
Puts
$333K
Net Calls
+$733K
Net Calls Change
-$6.4M
Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
76
Level Four Advisory Services
Texas
$11M -$2.44M -89,113 -18%
NHFG
77
New Harbor Financial Group
Massachusetts
$10.9M +$5.48M +200,103 +93%
FFO
78
Fiduciary Family Office
Florida
$10.9M +$11.4M +415,129 New
Rockefeller Capital Management
79
Rockefeller Capital Management
New York
$10.6M +$9.85M +359,523 +803%
WWA
80
WCG Wealth Advisors
Nevada
$10.4M -$4.59M -167,488 -30%
SFS
81
Security Financial Services
Indiana
$10.1M -$384K -14,032 -3%
SFP
82
Shepherd Financial Partners
Massachusetts
$9.94M +$107K +3,901 +1%
GG
83
GenWealth Group
New Jersey
$9.52M +$1.9M +69,382 +24%
PCM
84
Permanent Capital Management
Illinois
$9.37M +$9.8M +357,655 New
PA
85
PFG Advisors
Arizona
$8.85M +$665K +24,278 +8%
EH
86
Equitable Holdings
New York
$8.58M +$360K +13,140 +4%
CIAS
87
CFS Investment Advisory Services
New Jersey
$8.42M -$671K -24,497 -7%
MA
88
Mutual Advisors
Nebraska
$8.17M -$4.15M -151,657 -33%
FVWA
89
Foster Victor Wealth Advisors
South Carolina
$7.72M +$375K +13,683 +5%
HPA
90
High Probability Advisors
New York
$7.47M +$856K +31,239 +12%
GWM
91
Gibbs Wealth Management
Georgia
$7.46M -$886K -32,365 -10%
AWS
92
Atria Wealth Solutions
New York
$7.4M -$3.55M -129,480 -31%
PAS
93
Park Avenue Securities
New York
$7.27M -$1.28M -46,624 -14%
BFF
94
Byrne Financial Freedom
Massachusetts
$7.2M +$7.53M +275,100 New
Jane Street
95
Jane Street
New York
$7.1M -$8.46M -308,737 -53%
M
96
MOTCO
Texas
$7.07M +$1.73M +63,281 +31%
OC
97
Oppenheimer & Co
New York
$6.97M +$3.87M +141,142 +113%
BFG
98
Buttonwood Financial Group
Missouri
$6.9M +$345K +12,594 +5%
T
99
Tidemark
California
$6.86M +$3.35M +122,147 +87%
GAG
100
Goodman Advisory Group
Massachusetts
$6.83M +$547K +19,966 +8%